It's a tale of two AI-focused stocks. Shares of Oracle (ORCL) fell sharply after the tech giant reported second quarter results that fell just short of Wall Street estimates on both the top and bottom lines. On the flip side, shares of C3.ai (AI) soared after boosting its full-year guidance due to AI demand. Also in the news, Luigi Mangione has been charged with murder in the killing of UnitedHealthcare CEO Brian Thompson.

Key guests include:

9:05 a.m. ET - Gil Luria, D.A. Davidson, Managing Director

9:30 a.m. ET - Eric Wallerstein, Yardeni Research Chief Markets Strategist

9:45 a.m. ET - Tom Siebel, C3 AI, Founder & CEO

10:05 a.m. ET - Leslie Falconio, UBS Global Wealth Management Head of Taxable Fixed Income Strategy

11:15 a.m. ET - Holly Wade, NFIB Executive Director